Mike Prioletti

Examiner
DISC Type : sc

Director at Baird

Naples, Florida, United States

Overview

Mike Prioletti is a Director and Financial Advisor at Baird with over 30 years of experience, specializing in customized financial advice for high-net-worth families. A graduate of Hobart and William Smith Colleges, he leverages a background in strategic planning to guide clients through complex market cycles and help them achieve their long-term goals.

Deeply committed to his community, Mike is the President-Elect of the Rotary Club of Bonita Naples and has held leadership roles at Youth Haven and Hodges University. Outside of his professional and philanthropic work, he enjoys hiking, boating, and cooking for friends and family.

He has been named a FIVE STAR Wealth Manager annually for fifteen consecutive years (2011-2025).

Personality Overview

Tough To Convince

Status Quo Seeker

Process Oriented

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They are thorough and always follow a systematic approach. Being observant comes to them naturally.

Topics They Care About

Wealth Management
His practice focuses on preserving and enhancing capital for high-net-worth families through customized investment plans and portfolio development.
Community Leadership
Serves as President-Elect of the Rotary Club of Bonita Naples and has served on the boards of Youth Haven and Hodges University.
Retirement Planning
His team's process is focused on creating reliable income and helping clients navigate retirement with confidence.

Media Appearances

Mike has no verified media appearances

Work History

3-2024
Director at Baird
7-1991 - 3-2024
Senior Vice President, Financial Advisor - Private Wealth Management at Baird
1983 - 4-1989
Account Supervisor at DDB Needham Worldwide

Education

1977 - 1981
BA from Hobart and William Smith Colleges
2015 - 2016
Education details unavailable from Leadership Bonita

More Information

Social Presence :

Prographics :

Exp : 41 Location : Naples, Florida, United States Job Level : Mid-senior Designation : Director at Baird
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Insights For Selling To Mike

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mike is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Mike

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Mike move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Mike take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Mike

Personality Compatibility


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